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SoFi

Description

Provider of social financial solutions intended to provide lending and wealth management. The company's services include online banking, personal, mortgage and student loans, as well as refinancing, wealth management and life insurance, enabling members to receive a lower interest rate based on their unique criteria that includes: career experience, monthly income, financial history and education.

2011

Founded

PRIVATE

Status

501-1K

Employees

Series G

Latest Deal Type

$453M

Latest Deal Amount

$1.87B

Total Amount Raised

Description

Provider of social financial solutions intended to provide lending and wealth management. The company's services include online banking, personal, mortgage and student loans, as well as refinancing, wealth management and life insurance, enabling members to receive a lower interest rate based on their unique criteria that includes: career experience, monthly income, financial history and education.

Website:

www.sofi.com

Ownership Status

Privately Held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Consumer Finance

Primary Office

One Letterman Drive Building A, Suite 4700 San Francisco, CA 94129United States +1 (855) 456-7634
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SoFi Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

SoFi Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

SoFi Investors (52)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Alana AckersonAngel (individual)Minority000 0000000 0000
Andrew LernerAngel (individual)Minority000 0000000 0000
Barney SchaubleAngel (individual)Minority000 0000000 0000
Baseline VenturesVenture CapitalMinority000 0000000 0000
Bill TobinAngel (individual)Minority000 0000000 0000
Alana Ackerson Angel (individual)
Andrew Lerner Angel (individual)
Barney Schauble Angel (individual)
Baseline Ventures Venture Capital
Bill Tobin Angel (individual)

SoFi Executive Team (23)

NameTitleBoard
Seat
Contact
Info
Michael CagneyCo-Founder, Chief Executive Officer, President & Chairman
Daniel MacklinCo-Founder & Advisor
Joanne BradfordChief Marketing Officer
June OuVice President, Engineering & Chief Technology Officer
Tony MorosiniVice President of Product Development
Michael Cagney Co-Founder, Chief Executive Officer, President & Chairman
Daniel Macklin Co-Founder & Advisor
Joanne Bradford Chief Marketing Officer
June Ou Vice President, Engineering & Chief Technology Officer
Tony Morosini Vice President of Product Development

SoFi Board Members (14)

NameRepresentingRoleSinceContact
Info
David BonannoSoFiBoard Member000 0000
David ChaoDCM VenturesGeneral Partner & Co-Founder000 0000
David ThevenonSoftBank GroupManaging Director000 0000
G. Thompson HuttonSelfBoard Member000 0000
Joseph ChenRenrenFounder, Chairman & Chief Executive Officer000 0000
David Bonanno Board Member SoFi
David Chao General Partner & Co-Founder DCM Ventures
David Thevenon Managing Director SoftBank Group
G. Thompson Hutton Board Member Self
Joseph Chen Founder, Chairman & Chief Executive Officer Renren
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